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How Do I Write a Ledger Book?

Updated March 23, 2017

Ledger books are a useful way to keep budget and finance information for your business or personal life organised in a format that makes it easy to find what you need. Start your own ledger book either by purchasing a blank ledger book from an office supply store or by printing and copying a personalised template and binding it as a book.

Decide exactly what type of information you wish to keep track of in your ledger book. For example, most ledger books will include sections for the date and total balance, but you may also need columns for deposits, reimbursements, disbursements or transfers. Have a clear idea of what information is most important so you can choose a ledger book that displays that information most prominently.

Buy or make a ledger book. If you choose to make your own, browse available templates on websites like Microsoft Office Online and FileBuzz. Whether you design or purchase a ledger book, keep in mind your specific needs for it and try to find a template that will be the most accessible to you. Print the template of your choice and make several dozen copies if you decide to design your own ledger book. Collect the templates in a folder or have them bound at your local copy store.

Record every individual sale, purchase or transaction in your ledger book, filling out each column. Include check and account numbers. For personal safety, include a column for approval in which a book-keeper can sign or initial to approve the transaction.

Save every receipt or printed proof of each transaction, and collect them in an envelope or folder to keep with your ledger book. When you fill your ledger book, file it away under the appropriate dates, along with the receipts, before making or buying another ledger book.

Things You'll Need

  • Computer
  • Printer
  • Pencil
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About the Author

Kara Page has been a freelance writer and editor since 2007. She maintains several blogs on travel, music, food and more. She is also a contributing writer for Suite101 and has articles published on eHow and Answerbag. Page holds a Bachelor of Music Education degree from the University of North Texas.